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Technology Stocks : 3Com Corporation (COMS)
COMS 0.00130-18.8%Nov 7 11:47 AM EST

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To: Mang Cheng who wrote (28186)2/21/1999 10:46:00 AM
From: chirodoc  Read Replies (3) of 45548
 
i am worried about this stock
although i started buying when it dropped
i think that the company lacks focus
and may not take off until management realizes that
they are in too many sectors at once
palm pilots, networking gear, and modems
they feel a little like motorola to me
in networking gear cisco eats their lunch
cable modems will be a big revenue source
in 1-2 years although the growth is starting now
my question is this: how can they compete in all 3 areas?
maybe they should spin off their least successful area?
don't know if management is aggressive enough to do that
still slowly buying at these depressed levels

curtis
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